ANCHOR CAPITAL MANAGEMENT GROUP, INC.

ANCHOR CAPITAL
ALISO VIEJO, California·4 registered advisors·CRD# 123543
SEC# 801-616430(800)-290-8633
01

Firm Overview

AUM
$390M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Other: FLAT FEE
03

Specialties

Investment ManagementWealth Management
04

Advisors at ANCHOR CAPITAL MANAGEMENT GROUP, INC.

4 registered advisors
Dennis Kent Barker
ALISO VIEJO, California
Eric Corban Leake
ALISO VIEJO, California
Garrett Thomas Waters
ALISO VIEJO, California
Lawrence Val Stawiarski
ALISO VIEJO, California
05

Office Locations

ALISO VIEJO, California
4 advisors

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Data sourced from SEC Form ADV filings. ANCHOR CAPITAL MANAGEMENT GROUP, INC. (CRD# 123543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.